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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,933 | $61,356-15.4% | $149,696-65.3% | $71,511-27.4% |
| Participation rate | 37.3% | 62.5%-25.2pp | 78.8%-41.5pp | 67.9%-30.6pp |
| Annual return | 11.70% | 35.86%-24.2pp | 134.46%-122.8pp | 28.86%-17.2pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,905 | $2,920-34.7% | $5,682-66.5% | $4,291-55.6% |
| Admin fee / account holder | $12,232 | $1,263+868.3% | $13,212-7.4% | $1,588+670.1% |